In Odoo, you can configure default subscription settings to ensure that every new follower added to a document (e.g., Sales Order, Invoice, Task) will receive certain notifications by automatically subscribing them to specific subtypes. To set this up:
- Go to
Settings > Technical > Discuss > Subtypes (Developer Mode required). - Group the records by
Model. - Locate the model where the subtypes need to be updated (e.g., Sales Order).
- Expand the group and click on the specific Subtype.
- Select the
Default option.
Save your changes, and from now on, any new follower added to that document type (e.g., Sales Order) will automatically be subscribed to the subtypes marked as default. If you want to remove the default subscription, simply uncheck the Default option for that subtype.
Additionally, if a partner is already added as a follower to a document, you can customize their subscription settings. There are two ways to update these settings:
- From the document: Open the document, click on
Followers, and use the edit icon next to the follower's name to modify their subscription preferences. - From the Technical settings: Go to
Settings > Technical > Discuss > Followers, search for the follower using filters likeRelated Document Model Name,Related Document ID, orRelated Partner, and update theSubtype field. (Developer Mode is required for this method.)
The first method is ideal for quick, individual updates, while the second is better suited for admin management.